How to add customer?

Step

1. Go to "Customers" page, click the "Add Customer" button.
2. Fill in the form with mandatory fields :
   • Type : Must select for "Person" or "Organization".
   • Name : Use for name screening in PEP/SIP/Sanctions/Terrorist.
   • Country/Region : Specific the customer Jurisdiction.
   • More detail instruction on screen.
3. Click the "Create Customer" button. It will then return to the "Customers" pages.

Tips

• You can view the customer profile by search the customer name and click on the "Eye" (View Customer) icon to enter the Customer profile page.